Carson Wealth (CWM LLC)’s SP Funds Dow Jones Global Sukuk ETF SPSK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPSK Stock Details SPSK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.04M	Buy	169,578 +2,587	+2%	+$47K	0.01%	1025
2025 Q4	$3.05M	Buy	166,991 +60,398	+57%	+$1.12M	0.01%	982
2025 Q3	$1.97M	Buy	106,593 +29,499	+38%	+$542K	0.01%	1099
2025 Q2	$1.41M	Buy	77,094 +1,035	+1%	+$18.7K	0.01%	1090
2025 Q1	$1.37M	Buy	76,059 +57,810	+317%	+$1.03M	0.01%	991
2024 Q4	$325K	Hold	18,249	–	–	﹤0.01%	1548
2024 Q3	$336K	Buy	18,249 +12,609	+224%	+$229K	﹤0.01%	1480
2024 Q2	$100K	Hold	5,640	–	–	﹤0.01%	1979
2024 Q1	$100K	Hold	5,640	–	–	﹤0.01%	1890
2023 Q4	$101K	Buy	+5,640	New	+$98.9K	﹤0.01%	1770

Other funds holding SPSK

ShariaPortfolio Lake Mary, Florida $283M AUM 47.51% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

rebel Financial Groveport, Ohio $231M AUM 12.5% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SPSK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its SP Funds Dow Jones Global Sukuk ETF (SPSK) stake by 1.5% in Q1 2026, buying an estimated $47K and bringing the position to 169,578 shares worth $3.04M. The position accounts for 0.01% of the portfolio, ranked #1025.

Carson Wealth (CWM LLC) first reported a position in SPSK in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.05M in Q4 2025. 66 funds tracked by Wall St. Rank hold SPSK as of Q1 2026.

Carson Wealth (CWM LLC) held 169,578 shares of SP Funds Dow Jones Global Sukuk ETF worth $3.04M as of Q1 2026.
Carson Wealth (CWM LLC) bought 2,587 SP Funds Dow Jones Global Sukuk ETF shares in Q1 2026, an estimated $47K.
SP Funds Dow Jones Global Sukuk ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1025 holding.
Carson Wealth (CWM LLC) first reported a position in SP Funds Dow Jones Global Sukuk ETF in Q4 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s SP Funds Dow Jones Global Sukuk ETF position peaked at $3.05M in Q4 2025.
66 funds tracked by Wall St. Rank held SP Funds Dow Jones Global Sukuk ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.